KWM
Kiker Wealth Management Portfolio holdings
AUM $147M
AUM
$147M
AUM Growth
+$23.1M (+19%)
Cap. Flow
+$26.7M
Cap. Flow % of AUM
18.21%
Top 10 Holdings %Top 10 Hldgs %
41.37%
Holding
732
New
557
Increased
44
Reduced
64
Closed
18
Top Buys
| 1 | $1.64M | |
| 2 | $1.45M | |
| 3 | $1.43M | |
| 4 | $1.24M | |
| 5 | $1.24M |
Top Sells
| 1 | $1.1M | |
| 2 | $745K | |
| 3 | $525K | |
| 4 | $355K | |
| 5 | $281K |
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Energy | 4.5% |
| 3 | Financials | 3.87% |
| 4 | Industrials | 3.55% |
| 5 | Consumer Discretionary | 3.44% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $15.6K | 0.01% | 228 | New | +$15.6K | |||
| $15.5K | 0.01% | 81 | New | +$15.5K | |||
| $15.4K | 0.01% | 168 -3,875 | -96% | -$355K | |||
| $15.4K | 0.01% | 191 | New | +$15.4K | |||
| $15.3K | 0.01% | 462 | New | +$15.3K | |||
| $15.1K | 0.01% | 345 | New | +$15.1K | |||
| $14.9K | 0.01% | 16 | New | +$14.9K | |||
| $14.9K | 0.01% | 190 | – | – | |||
| $14.9K | 0.01% | 500 | New | +$14.9K | |||
| $14.6K | 0.01% | 120 | New | +$14.6K | |||
| $14.5K | 0.01% | 650 | New | +$14.5K | |||
| $14.3K | 0.01% | 10 | New | +$14.3K | |||
| $14.1K | 0.01% | 101 | New | +$14.1K | |||
| $14.1K | 0.01% | 252 | – | – | |||
| $14.1K | 0.01% | 40 | New | +$14.1K | |||
| $14.1K | 0.01% | 92 | – | – | |||
| $14K | 0.01% | 1,120 | New | +$14K | |||
| $13.9K | 0.01% | 50 | New | +$13.9K | |||
| $13.5K | 0.01% | 142 +56 | +65% | +$5.34K | |||
| $13.4K | 0.01% | 378 | New | +$13.4K | |||
| $13.2K | 0.01% | 478 | New | +$13.2K | |||
| $13K | 0.01% | 149 | New | +$13K | |||
| $12.8K | 0.01% | 302 | New | +$12.8K | |||
| $12.6K | 0.01% | 67 | New | +$12.6K | |||
| $12.6K | 0.01% | 388 | New | +$12.6K |
